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Building a report for your physical count
Building a report for your physical count
Bill C. avatar
Written by Bill C.
Updated over a week ago

After you perform a physical count, you may want to build a report to analyze the adjustments that were made. We understand that everyone may want to report on different aspects and see different information, so we give you the ability to create the report to fit your specific needs.

Creating The Report:

  1. Navigate from your dashboard to Reporting > Analysis                                                                                     *this is where you will start all new reports

Adding Filters

  1. Set the date to be the day you completed the physical count 

2. Select the location where you completed the count.


Next, click on the groups tab and select the information about the items that you would like to see on the report. You can add more groups if you would like to view more information - the standard options to select here are:

Vendor >> Name
Item #
Item >> Description
Item >> Default Cost


Once you have selected all of the groups that you wish to view on the report, you can click the metrics tab to start selecting what results you would like to see. The standard options to select here are:

Beginning Inventory >> Qty On Hand
Inventory Adjustments >> Net Adjusted Qty
Ending Inventory >> Qty On Hand
Inventory Adjustments >> Net Adjusted Cost


To slim down the report a bit it is helpful to click the options tab and turn off the option to include subtotals. This will make each item display as one line instead of two. You may also want to check the box to exclude rows where all metrics are zero. This will make the report not show items where both the starting and ending qty on hand were zero.

Reviewing the report

Once you have all all of the information above set up, you should now have a report that shows all of your inventory and what was adjusted. As well as a grand total for qty adjusted as well as the cost for what was adjusted out. From here you can export the report to further filter it down within excel, or you can export it as a PDF for printing.

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